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NextCRM

Pipeline & leads

See every deal. Lose no lead.

Build pipelines with your own stages and fields, see every touchpoint on the lead and never lose a lead when you hit your limits.

Example: in the Sales funnel, Anna Berger moves from New to Qualified, Marco Rossi from Qualified to Proposal and Julia Weber from Proposal to Won – each by drag and drop.

Sales funnel

Example data

Visual pipelines

Create as many funnels as your plan includes – for products, regions or teams – each with its own stages, won/lost outcomes and custom fields.

  • Drag leads between stages on a visual board
  • Custom fields per funnel
  • Archive and restore funnels
  • Ask Lora: “Move Anna to Proposal”

Everything about a lead in one place

Lead details bring together e-mails, SMS, tasks, meetings, quotes, the call log, comments and files – plus a unified timeline.

  • E-mail and SMS from the lead page
  • Meetings, calls and quotes on the lead
  • Comments and files for the team
  • Trash with restore for accidental deletes

Lead Inbox and Import Leads

When you reach your active-lead limit, new leads wait in the Lead Inbox instead of getting lost. Switching from another CRM? Import Leads brings in CSV, XLSX or JSON in minutes.

  • Activate, archive or reject waiting leads
  • Automatic column mapping and duplicate handling
  • Preview first; roll back the leads an import created
  • No direct connectors to other CRMs – file import or the API

Lead Intelligence

Research public business information about a lead's company and get sales talking points with sources. Included in every plan, more runs as add-on.

  • Company profile, web presence and technologies
  • Registry data and hiring or news signals where public
  • Talking points and risk indicators

Lead scoring and deal risk

Every open lead gets a score from 0 to 100 – its win chance, learned from your own won and lost deals – with the reasons behind it.

  • Hot, warm and cold bands you can adjust
  • Deals going cold are flagged with one recommended next step
  • Ask Lora: “Why is Acme a hot lead?”

Launching soon

Get first in line for Lora

Early sign-ups get access first. We send one e-mail when doors open – then Lora takes over your busywork from day one.

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